XLI — SELECT SECTOR SPDR TR

Ownership history in Strategic Financial Partners, Ltd.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Strategic Financial Partners, Ltd. reported a position in SELECT SECTOR SPDR TR (XLI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.8% (2025 Q4)
Avg. % of fund
1.72%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 26,835 +1,773 +7.1% 1.80% $4.2M $155.12
2025 Q3 ADDED 25,062 +689 +2.8% 1.77% $3.9M $153.70
2025 Q2 REDUCED 24,373 -1,142 -4.5% 1.67% $3.6M $146.41
2024 Q4 ADDED 25,515 +1,835 +7.7% 1.72% $3.4M $129.97
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLI price (monthly, adj. close)

Other funds also holding XLI

As of 2025 Q4 — sorted by position size

Gates Capital Management, Inc. 3Y 7Y 13.54% Biltmore Wealth Management, LLC 3Y 7Y 13.12% Perbak Capital Partners LLP 11.33% EHP Funds Inc. 3Y 8.99% Algorithmic Investment Models, LLC 3Y 7.59% Bellwether Advisors, LLC 3Y 7.37% INNEALTA CAPITAL, LLC 3Y 7Y 7.03% Phoenix Financial Ltd. 3Y 6.64% IMZ Advisory Inc 6.28% Rye Brook Capital LLC 3Y 5.9%
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